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Home > Institutional Investor > Spectrum Planning & Advisory Services Inc. > 13F Holdings

Instuitional Investor - Spectrum Planning & Advisory Services Inc.

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 359,043 $20,070,531 28.42%
2.
Ishares Tr
 38,424 $5,653,741 8%
3.
Ishares Tr
 95,978 $5,000,470 7.08%
4.
Ishares Tr
 45,419 $4,765,396 6.74%
5.
Ishares Tr
 34,332 $3,325,073 4.7%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)